top of page
  • Writer's pictureAndrew Burns

March 2021: Here Comes The Sun

Here Comes The Sun - March 2021
Download PDF • 381KB

This newsletter contains our annual review of the crazy year that was 2020. In this edition, I:

1. Review the performance of my own investment portfolio, channeling Charlie Munger by focusing on my mistakes first

2. Make an argument for holding on to investments in great companies, even when valuations get stretched

3. Nominate SPAC for "four-letter-word" (hint: it's not a compliment) of the year

As always, I look forward to hearing your thoughts, comments, and criticisms!


Recent Posts

See All

Rising interest rates take no prisoners; market action in 2022 was no exception to this rule. In this annual review letter, I: 1. Review my investment performance against a difficult market backdrop 2

In the first part of 2022, undercurrents that began to appear in 2021 turned into riptides, sending stock and bond markets down in concert. In my most recent newsletter, I: 1. Explore the market's

"It really feels good to get back and be doing this in person. It’s been three years. And it’s a lot better seeing actual shareholders, owners, partners... ...I mean, for example, if we had a manager

bottom of page